CIK: 0001810099
申告総資産額
$10.5億
上位200銘柄を表示中（全644銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GRMN | Garmin Ltd. | 株式-IT | 3.33% | — | -2.26% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.05% | — | +20.29% | |
| 3 | T | At&t INC | 株式-通信サービス | 2.97% | — | -5.81% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.67% | — | +17.47% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.67% | — | +23.08% | |
| 6 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 2.65% | — | +5416.81% | |
| 7 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 2.54% | — | +2.31% | |
| 8 | DUK | Duke Energy CORP | 株式-公益事業 | 2.50% | — | +9.37% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.48% | — | +21.29% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.45% | — | +21.27% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.38% | — | +21.56% | |
| 12 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 2.32% | — | -6.43% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.27% | — | -0.86% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 2.27% | — | +1.64% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 2.18% | — | +1.42% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.07% | — | -2.07% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.17% | +6.47% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.79% | — | +556.20% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.71% | +0.35% | +40.60% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.67% | — | +20.80% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.65% | — | +20.22% | |
| 22 | DRI | Darden Restaurants INC | 株式-一般消費財 | 1.61% | — | -2.55% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.60% | -0.80% | -8.67% | |
| 24 | GM | General Motors Co | 株式-一般消費財 | 1.56% | — | +8.88% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.55% | — | +8.16% | |
| 26 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.55% | — | +326.28% | |
| 27 | S76 | Store Capital CORP | 株式-その他 | 1.44% | — | -4.91% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 1.36% | — | +4.91% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.35% | — | -14.52% | |
| 30 | C | Citigroup INC | 株式-金融 | 1.33% | — | +34854.17% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.24% | — | +1993.73% | |
| 32 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.20% | — | +38.73% | |
| 33 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 1.16% | — | — | |
| 34 | PSX | Phillips 66 | 株式-エネルギー | 1.09% | — | -0.36% | |
| 35 | INTC | Intel CORP | 株式-IT | 1.09% | — | +9.10% | |
| 36 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.06% | — | +8.88% | |
| 37 | VLO | Valero Energy CORP | 株式-エネルギー | 0.99% | — | +5.27% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | -0.28% | +161.54% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.93% | — | +10.50% | |
| 40 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.92% | — | +10.65% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.91% | — | -5.84% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.90% | — | -57.38% | |
| 43 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 0.90% | — | +13.76% | |
| 44 | CF | Cf Industries Holdings INC | 株式-素材 | 0.88% | — | +13.69% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.85% | — | +16135.90% | |
| 46 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.85% | — | +15.14% | |
| 47 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.85% | — | +11.03% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -2.21% | |
| 49 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.82% | — | +1580.52% | |
| 50 | GLOF | Ishares Global Equity Factor | ETF-その他 | 0.82% | — | +12.55% |